Author: Trellis Solutions

Small and mid‑sized Canadian law firms are facing increasing pressure: higher caseloads, rising client expectations, and limited administrative capacity. The solution isn’t more software — it’s smarter, lighter‑weight automation that strengthens operations without adding complexity. Below are five practical automations that deliver immediate value, reduce risk, and improve the client experience. 1. Automated Conflict Checks…

Most organizations don’t need a massive overhaul. They don’t need a new platform, a new department, or a six‑month implementation. What they do need—often desperately—are small, targeted improvements to the workflows that quietly shape their day‑to‑day operations. And here’s the truth: A single well‑designed workflow enhancement can unlock disproportionate value. Not someday. Not after a…

Compliance in Ontario isn’t getting simpler. Over the past few years, law firms have faced a steady increase in expectations around client identification, conflict checks, trust accounting, data security, and audit readiness. The Law Society of Ontario continues to refine and tighten requirements — and firms that rely on manual processes or outdated systems are…

In 2025, the Law Society of Ontario introduced a pivotal requirement for all lawyers in private practice: Client Contingency Planning. This regulation mandates that firms must have a documented plan to protect client matters in the event a lawyer becomes suddenly unavailable — due to illness, death, or other unforeseen circumstances. For sole practitioners and…